Client Messages

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Review client e-mails and SMS messages with their recipient, content, and result frozen at send time to verify where notifications actually went.

Opening the Screen

Open a client and choose the Messages tab: {admin}/users/detail?id={client}&tab=messages

What Is on the Screen

Type E-mail or SMS. Both sit in the same list.
Subject The subject of the message that was sent. Selecting it opens the message itself in a preview window.
Recipient The address or number the message went to. Even if the client's details change later, this keeps the value as it was at the moment of sending.
Sent Date The moment the message was actually sent, not queued.
Status The outcome of the send.

Preview

The window that opens from the subject shows the body of the message as the client saw it, with the type, recipient and date in its header. The record is read-only - nothing is resent from here.

Tasks

Check whether a notification reached the client

  1. Narrow the list by subject or date.
  2. Read the status on that row; if it went out, the recipient column says which address it went to.
  3. To be sure of the content, select the subject and open the preview.

Find out which address a message went to

  1. Look at the recipient column on the row.
  2. That value is the address at the moment of sending; the client may have changed their e-mail since. The current address is on the Profile tab.

Things to Watch

The record freezes the moment of sending

The recipient address and the message body are kept as they went out. Changing the client's e-mail or updating a notification template leaves past records untouched - when someone asks what was sent that day, this list answers it.

This list is read-only

Nothing is sent or resent from here. Notification templates and delivery settings are managed on their own screens.

Required Privileges

The tab opens with the client record and asks for nothing extra.

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